Aileen Danley is a CFP® and holds a Series 65 license with 11 years of experience in financial advising. She has worked at Oak Street Advisory Group since 2018 and previously was with Warren Street Wealth Advisors and ZEIDERS Enterprises. Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm applies fundamental analysis and Modern Portfolio Theory principles, managing portfolios primarily through mutual funds and ETFs with an emphasis on portfolio construction and asset allocation.

Meghan Coolbaugh is a CFP® professional with 10 years of industry experience, currently serving at Oak Street Advisory Group, LLC since 2016. Prior to that, she worked at Duttenhofer Advisory Group and operated Forza Pilates for 14 years. Oak Street Advisory Group provides personalized financial planning, consulting, and portfolio management services to individual and high net worth clients. The firm integrates fundamental analysis with Modern Portfolio Theory, managing portfolios primarily through mutual funds and ETFs, and emphasizes portfolio construction and asset allocation as key drivers of long-term outcomes.